Are you a highly motivated, customer-oriented individual with a passion for finance and wealth management? Look no further! UBS is seeking a dynamic Client Service Associate to join our team. In this role, you will have the opportunity to work closely with our clients, providing them with exceptional service and support. We are looking for someone who is detail-oriented, a strong communicator, and able to thrive in a fast-paced environment. If you have a proven track record of delivering top-notch customer service and meet the qualifications below, we want to hear from you!
- Provide exceptional customer service to clients, ensuring their needs and inquiries are addressed in a timely and professional manner.
- Build and maintain strong relationships with clients, serving as their primary point of contact for all service-related needs.
- Assist clients with account inquiries, transactions, and other wealth management needs.
- Conduct thorough research and analysis to address client inquiries and provide accurate and timely resolutions.
- Collaborate with other team members and departments to ensure a seamless client experience.
- Maintain accurate and up-to-date client records and documentation.
- Proactively identify and address any potential issues or concerns raised by clients.
- Stay up-to-date on industry trends and developments to better serve clients' needs.
- Handle confidential information with discretion and maintain a high level of integrity.
- Continuously strive to improve processes and procedures to enhance the overall client experience.
- Adhere to all company policies and regulations to ensure compliance and mitigate risk.
- Assist with administrative tasks and other duties as assigned.
Excellent Communication Skills: A Client Service Associate At Ubs Should Possess Strong Verbal And Written Communication Skills To Effectively Interact With Clients And Colleagues.
Financial Knowledge: A Fundamental Understanding Of Financial Concepts And Products Is Essential For A Client Service Associate At Ubs To Provide Accurate Information And Assist With Investment Decisions.
Attention To Detail: As A Client Service Associate, Attention To Detail Is Crucial To Ensure Accuracy In Client Account Information And Transactions.
Customer Service Experience: Previous Experience In A Customer Service Role Is Highly Valued At Ubs, As It Demonstrates The Ability To Handle Client Inquiries And Resolve Issues Effectively.
Team Player: The Ability To Work Collaboratively With Colleagues And Support Team Goals Is Important For A Client Service Associate At Ubs, As They Often Work In A Fast-Paced, Team-Oriented Environment.
Financial Planning
Communication
Time Management
Multitasking
Attention to detail
customer service
Relationship Management
Sales Support
Teamwork
Problem-Solving
Client engagement
Data
Communication
Conflict Resolution
Emotional Intelligence
Leadership
Time management
creativity
flexibility
Teamwork
Adaptability
Problem-Solving
According to JobzMall, the average salary range for a Client Service Associate in California, USA is $35,000 to $55,000 per year. However, this can vary depending on factors such as experience, location, and the specific company or industry a person is working in. Some high-paying industries for client service associates in California include finance, insurance, and technology.
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UBS is a global firm providing financial services in over 50 countries. The company provides wealth management, asset management, and investment banking services for private, corporate, and institutional clients worldwide.
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